Tips
Tips
Customer data management
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How to collect customer feedback
Businesses that collect customer feedback are more likely to create positive experiences and address issues. Analyzing feedback can show deeper insights into customer sentiment. Continue Reading
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How to gather and evaluate customer sentiment
Businesses can harvest customer sentiment from a variety of places, including social media, surveys, likes, comment cards, contact centers and word-of-mouth. Continue Reading
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ABM vs. demand generation: How are they different?
ABM and demand generation differ in significant ways. But when approached correctly, the two can complement one another, leading to higher revenue and long-term customer loyalty. Continue Reading
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Top 12 demand-generation strategies for quality leads
Demand generation can play a key role in increasing revenue. Learn some effective demand-generation strategies that stimulate interest in a company's product or service. Continue Reading
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Top 9 benefits of account-based marketing
Account-based marketing is a targeted approach to building or strengthening customer relationships. Learn how this strategy can make your marketing campaigns even more effective. Continue Reading
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How to fit customer experience security into your strategy
Most organizations overlook security in their CX strategies. However, with collaboration, personalization, CIAM controls and more, organizations can offer a secure and positive CX. Continue Reading
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7 ways to collect customer data that keep you compliant
Organizations can collect customer data through cookies and sales transactions, but they must be transparent and ensure they follow government regulations for data privacy. Continue Reading
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8 customer journey KPIs that businesses should track
To ensure CX teams properly track their customers' journeys, use KPIs such as churn and engagement rates to help inform what users enjoy and where they get stuck. Continue Reading
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8 CX challenges facing organizations and how to address them
There are many barriers to effective CX initiatives, but most revolve around communication at the consumer and enterprise level. Continue Reading
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Top 10 customer data privacy best practices
To ensure customer data remains secure and inaccessible to bad actors, organizations should implement best practices such as frequent data audits and employee trainings. Continue Reading
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4 types of customer data platforms
Data consolidation CDPs simply collect and unify customer data. Other CDP types, such as automated analytics and automated actions CDPs, go a step further and analyze data. Continue Reading
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The future of DMPs in a post-cookies world
DMPs are still important in marketers' jobs, but the move away from third-party cookies threatens the DMP's future. Here's what marketers and DMP providers need to know. Continue Reading
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Will Google kill third-party cookies?
The end of third-party cookies has been on the horizon for years. For marketers, this termination means finding new strategies and alternatives to third-party data. Continue Reading
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First-party vs. third-party cookies: What's the difference?
First-party cookies track user engagement, while third-party cookies are central to many marketing and sales strategies. Yet the two types are more similar than one might think. Continue Reading
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10 voice of the customer tools to consider
A voice of the customer tool is invaluable for creating an action plan to improve the customer experience. Continue Reading
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10 sentiment analysis tools to consider
Sentiment analysis is a vital component in customer relations and customer experience. Several versatile sentiment analysis software tools are available to fill this growing need. Continue Reading
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How to collect customer data to improve overall retail CX
Businesses need data to predict and adjust to customer wants and needs, but first, they need to figure out how to collect it. One option is to use a digital CX software. Continue Reading
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10 types of biases that affect customer data analysis
Analytics can help businesses make data-driven decisions, but common cognitive biases can skew how organizations interpret the information and CX. Continue Reading
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How to get value from customer insights data
Gathering and acting on customer insights can make the difference between a successful and struggling business. Here's how businesses can use it to their advantage. Continue Reading
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4 customer data collection best practices to follow
Building a good customer data collection strategy can be difficult. These tips explain how to collect data and how to use it to improve customer experience. Continue Reading
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Consumer behavior analytics makes the unpredictable predictable
With AI's arsenal of machine learning, deep learning and NLP, consumer analytics can take some of the unpredictability out of predicting buying patterns and up conversion rates. Continue Reading
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Benefits and best approaches to B2B customer segmentation
With the increasing focus on personalization in B2B marketing, customer segmentation is a more important strategy than ever for organizations that want to know customers better. Continue Reading
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Prepare for California Consumer Privacy Act with these 5 questions
At Oracle's Modern Customer Experience conference, a privacy professional shared tips on incorporating privacy into CX systems so businesses are ready for the CCPA. Continue Reading
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4 customer insights research techniques for your organization
Organizations conduct customer research in order to understand customers, create new products and increase revenue, all of which can be overwhelming without a strategy in place. Continue Reading
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7 customer segmentation methods to help connect the dots
Customer segmentation is essential to marketing, enabling businesses to provide the right people with the right products -- and is a move away from bulk appeals. Continue Reading
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Salesforce Circles of Success help SMBs get up to speed
Circles of Success participants connect with other Salesforce users to swap challenges, tips and tricks for rolling out the platform in their businesses. Continue Reading
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Salesforce marketing automation tools close the data divide
Marketing automation CEO offers tips on bringing together siloed data, spotting sales trends, analyzing sales funnels and allocating marketing campaign spending. Continue Reading
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Assessing GDPR's data protection officer requirements
The GDPR's data protection officer mandate gives the EU a point person for compliance complaints, but not all companies need one. See when DPOs are required and what they do. Continue Reading
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Ten tips to help Salesforce teams prepare for GDPR
The General Data Protection Regulation implementation date is closing in. Salesforce experts have some advice for companies tasked with complying with the EU guideline. Continue Reading
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How Salesforce teams will feel the impact of GDPR
With less than a month until GDPR has to be implemented, both B2B and B2C sales teams must be prepared to properly protect or even dispense of customer data, according to experts. Continue Reading
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Salesforce GDPR marketing compliance involves rethinking lead gen
The bigger -- and more complicated -- your marketing tech stack, the more complex your Salesforce GDPR compliance will be, vendors and experts say. Continue Reading
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The importance of GDPR best practices for Salesforce customers
The new EU General Data Protection Regulation has far-reaching consequences that extend beyond European nations, according to experts. Continue Reading
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E-commerce GDPR for Salesforce: Watch what data you capture
Making your Salesforce GDPR compliance strategy for e-commerce starts with monitoring the customer data you collect, starting with cookies -- and we don't mean the Keebler kind. Continue Reading
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Smartphones sound the death knell for outbound marketing strategies
Telemarketing might not be dead, but the near-complete saturation of smartphones in the consumer market has landed some death blows to outbound marketing strategies. Continue Reading
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How using predictive analytics helps public agencies predict demand
Predictive analytics aren't just for the private sector. Government agencies are tapping into analytics to gain more lead time in determining demand for services. Continue Reading
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How Salesforce Health Cloud changes patient care
Salesforce Health Cloud gives healthcare providers access to patient data, including medical treatments and care plans, to improve care plans -- and it does this securely. Here's how. Continue Reading
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Handling unwieldy data with Salesforce Wave Analytics
With sales teams struggling to access and consume data, Salesforce Wave Analytics promises ease of use and accessibility. Continue Reading
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Despite cloud-based CRM success, data silo issues remain
While cloud-based CRM tools are making inroads in bridging data silos, smaller, niche tools are becoming more necessary to solve data management challenges. Continue Reading
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Enterprise video metrics a must to measure success
Increasingly, companies have turned to video for customer service, product demos and branding. But they need to measure success with enterprise video metrics. Continue Reading
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CRM documentation paves way to successful release management
As companies use a CRM system in the wild, they need to be able to make tweaks, and those changes need to be well-documented. Continue Reading
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CRM skills training essential for system management
The right CRM training is crucial to the management and development of a CRM system. Make sure your staff has the right CRM skills to survive. Continue Reading
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Improving data quality with better CRM system design
If your CRM system isn't designed for ease of data entry, it can undermine data analysis and decision making. Here's how to promote cleaner data. Continue Reading